HB
DOC

HTLF Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HTLF Bank’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,748
Closed -$436K – 260
2023
Q4 		$436K Buy
+32,748
New +$389K 0.05% 144

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HTLF Bank's DOC Position: Q1 2024 in Review

HTLF Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 32,748 shares — an estimated $436K sold.

HTLF Bank first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $436K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • HTLF Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • HTLF Bank sold 32,748 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $436K.
  • HTLF Bank first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
  • HTLF Bank's PHYSICIANS REALTY TRUST position peaked at $436K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on HTLF Bank's 13F filing for Q1 2024, filed 25 Apr 2024.